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An AFSL is a legal requirement for virtually every person that raises money

An Australian Financial Services License (AFSL) is a legal requirement for virtually every person that raises money. But considering its longevity and integral role it plays in the industry, it’s surprising how much confusion and uncertainty surrounds an AFSL. We explain more in this article. UNDERSTANDING THE ROLE OF AFSLs AND WHEN THEY’RE REQUIRED An […]

Am I carrying on a “financial services business”?

The key to an AFSL requirement centres on the words: ‘Carrying on a financial services business’.

Conscious Investment Management grows partnership with Liverty Housing to provide further SDA residences

MARQ Trustee’s impact investment client Conscious Investment Management (CIM) has purchased a further 44 Specialist Disability Accommodation (SDA) housing assets in partnership with Liverty Housing.

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Atlantis’ launch of the Australian Fisheries Investment Trust

MARQ Trustees is providing trustee, custody, fund administration, unit pricing and unit registry services to the Australian Fisheries Investment Trust of which Atlantis Fisheries Consulting Group is the Investment Manager.

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Bayley Stuart Funds Management acquires 628 Bourke St Melbourne

MARQ Trustees has supported Bayley Stuart’s 628 Bourke St Fund by providing its full suite of fund administration, unit pricing and registry services.

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Conscious Investment Management partners with Greening Australia to acquire and restore Australian landscapes

MARQ Trustees’ client Conscious Investment Management (CIM) has partnered with environment not-for-profit Greening Australia to deliver biodiverse environmental planting projects across Australia.

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MARQ Trustees’ client Clean Energy Transfer Fund at the forefront of renewable energy

MARQ Trustees is providing AFSL services to the Clean Energy Transfer Fund.

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MARQ Trustees provides AFSL services to Lowe Living’s LGH Investment Fund #15

MARQ Trustees is providing AFSL services to Lowe Living’s LGH Investment Fund #15, offering investment in their South Melbourne development, Emerald Place.

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